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Macroeconomic context

Macroeconomic context

04.07.2019 - Monthly Cross Asset

Risk factors, Macroeconomic context and forecasts - July 2019

Risk factors, Macroeconomic context, Macroeconomic picture by area and Macro and Market forecasts.

Didier BOROWSKI, Philippe ITHURBIDE

Cross Asset

Cross Asset

04.07.2019 - Monthly Cross Asset

Italy: a long and winding road

Arm-wrestling within the Italian government and between Italy and Brussels to find a solution to the Italian budget and avoid the Excessive Deficit Procedure. After Italy’s exit from a technical recession in H2 2018, economic data are still pointing to weakness, and many risks loom in the second half of this year. Weak growth prospects are making it more difficult to comply with deficit and debt targets, although some savings may come from lower spending. In any case, the 2020 budget is the most challenging test for the government.

Sergio BERTONCINI, Annalisa USARDI

Cross Asset

Cross Asset

04.07.2019 - Monthly Cross Asset

Cross Asset Investment Strategy - July 2019

Cross Asset Investment Strategy - Find the latest edition of our Research team's monthly publication

Amundi Research

Macroeconomic context

Macroeconomic context

06.06.2019 - Monthly Cross Asset

Risk factors, Macroeconomic context and forecasts - June 2019

Risk factors, Macroeconomic context, Macroeconomic picture by area and Macro and Market forecasts.

Didier BOROWSKI, Philippe ITHURBIDE

The 2020 US Presidential Election: Another Close Race?

The 2020 US Presidential Election: Another Close Race?

06.06.2019 - Monthly Cross Asset

The 2020 US Presidential Election: Another Close Race?

President Donald Trump’s performance on the US economy gives him a significant advantage over his Democratic rivals heading into the 2020 election.

Paresh UPADHYAYA

Director of currency strategy, US portfolio manager

Cross Asset

Cross Asset

06.06.2019 - Monthly Cross Asset

Cross Asset Investment Strategy - June 2019

Cross Asset Investment Strategy - Find the latest edition of our Research team's monthly publication

Amundi Research

Macroeconomic context

Macroeconomic context

03.05.2019 - Monthly Cross Asset

Risk factors, Macroeconomic context and forecasts - May 2019

Risk factors, Macroeconomic context, Macroeconomic picture by area and Macro and Market forecasts.

Didier BOROWSKI, Philippe ITHURBIDE

Slider-1280-400

Slider-1280-400

03.05.2019 - Monthly Cross Asset

European equities: what impacts in the event of a tariff war with the United States?

While the threat of a large-scale Sino-US tariff war appears to be receding, the US could now switch its focus to its trade deficits with the European Union.

Ibra WANE

Equity Strategy

Cross Asset

Cross Asset

02.05.2019 - Monthly Cross Asset

Cross Asset Investment Strategy - May 2019

Cross Asset Investment Strategy - Find the latest edition of our Research team's monthly publication

Amundi Research

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